Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.614 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49314.83 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43379.04 Kr¶
PnL: ---------------------------------------> -1496.54 Kr¶
DD now: ---------------------------------> -7.164 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 16:59:29.764502'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -1.550000 | 1523.820000 | 100.820000 | 7.090000 | 1423.000014 |
| Hennes & Mauritz B | 6 | 1.880000 | 934.200000 | 22.200000 | 2.430000 | 912.000000 |
| Nederman Holding | 1 | 1.460000 | 209.000000 | 10.000000 | 5.030000 | 199.000000 |
| JM | 7 | 2.560000 | 954.800000 | 4.800000 | 0.510000 | 950.000002 |
| Atrium Ljungberg B | 5 | -0.770000 | 896.500000 | -7.500000 | -0.830000 | 904.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| INVISIO | 15 | -0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| ASSA ABLOY B | 4 | -0.810000 | 980.800000 | -12.200000 | -1.230000 | 993.000000 |
| Bufab | 3 | 0.280000 | 1061.400000 | -14.600000 | -1.360000 | 1076.000001 |
| BioGaia B | 8 | -1.420000 | 888.000000 | -16.000000 | -1.770000 | 904.000000 |
| Eastnine | 6 | -2.200000 | 640.800000 | -16.200000 | -2.470000 | 657.000000 |
| Biotage | 1 | -1.350000 | 131.200000 | -17.800000 | -11.950000 | 149.000000 |
| OX2 | 12 | -0.130000 | 889.800000 | -19.200000 | -2.110000 | 909.000000 |
| Vitrolife | 3 | -0.910000 | 652.200000 | -24.800000 | -3.660000 | 677.000001 |
| Creaspac SPAC | 40 | -0.210000 | 3808.000000 | -26.000000 | -0.680000 | 3834.000000 |
| Alimak Group | 12 | -0.490000 | 978.000000 | -29.000000 | -2.880000 | 1007.000004 |
| AcadeMedia | 20 | -1.780000 | 948.800000 | -29.200000 | -2.990000 | 978.000000 |
| Investor B | 3 | -0.480000 | 625.800000 | -32.200000 | -4.890000 | 657.999999 |
| Hexatronic Group | 15 | -0.350000 | 1037.700000 | -33.300000 | -3.110000 | 1071.000000 |
| Latour B | 4 | -0.870000 | 822.400000 | -33.600000 | -3.930000 | 856.000000 |
| Sandvik | 4 | -1.020000 | 813.600000 | -34.400000 | -4.060000 | 848.000000 |
| Addnode Group B | 7 | -0.640000 | 867.300000 | -37.700000 | -4.170000 | 904.999998 |
| Byggmax Group | 33 | -0.560000 | 929.280000 | -37.720000 | -3.900000 | 966.999990 |
| EQT | 4 | 0.920000 | 835.200000 | -37.800000 | -4.330000 | 873.000000 |
| Hoist Finance | 36 | -0.920000 | 972.000000 | -39.000000 | -3.860000 | 1010.999988 |
| Vitec Software Group B | 2 | -1.020000 | 1065.000000 | -39.000000 | -3.530000 | 1104.000000 |
| Sagax B | 4 | -1.260000 | 844.800000 | -40.200000 | -4.540000 | 885.000000 |
| Platzer Fastigheter Holding B | 12 | 0.130000 | 910.800000 | -40.200000 | -4.230000 | 951.000000 |
| Sagax A | 4 | -0.470000 | 844.000000 | -42.000000 | -4.740000 | 886.000000 |
| SKF B | 5 | -0.710000 | 937.750000 | -42.250000 | -4.310000 | 980.000000 |
| Gränges | 10 | -2.260000 | 996.000000 | -43.000000 | -4.140000 | 1039.000000 |
| Catena | 2 | -0.100000 | 762.000000 | -44.000000 | -5.460000 | 806.000000 |
| HEXPOL B | 8 | 0.360000 | 890.400000 | -66.600000 | -6.960000 | 957.000000 |
| Orrön Energy | 170 | -2.110000 | 1933.750000 | -112.250000 | -5.490000 | 2045.999980 |
| Hexagon B | 26 | -1.010000 | 3304.600000 | -115.400000 | -3.370000 | 3420.000012 |
| VEF | 788 | -0.180000 | 1765.120000 | -137.880000 | -7.250000 | 1903.000300 |
| Sedana Medical | 93 | 1.090000 | 2589.120000 | -394.460000 | -13.220000 | 2983.577733 |
| TOTAL | 43379.040000 | -1496.540000 | -7.16396% | 44875.578016 |
Updated:¶
'2023-06-22 16:59:47.004635'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
